Perigon Wealth Management’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $440K | Buy |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $1.16M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $68K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $102K | Hold |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $89K | Hold |
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|
2017
Q2 | $111K | Hold |
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|
2017
Q1 | $104K | Hold |
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|
2016
Q4 | $111K | Hold |
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|
2016
Q3 | $77K | Hold |
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|
2016
Q2 | $60K | Buy |
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|
2016
Q1 | $81K | Buy |
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